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2,502 hedge funds and large institutions have $108B invested in Amgen in 2022 Q4 according to their latest regulatory filings, with 314 funds opening new positions, 846 increasing their positions, 1,007 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

261% more first-time investments, than exits

New positions opened: 314 | Existing positions closed: 87

17% more capital invested

Capital invested by funds: $92.3B → $108B (+$16B)

16% more funds holding in top 10

Funds holding in top 10: 8599 (+14)

8% more funds holding

Funds holding: 2,3232,502 (+179)

2% more call options, than puts

Call options by funds: $1.45B | Put options by funds: $1.42B

0.51% less ownership

Funds ownership: 76.67%76.16% (-0.51%)

16% less repeat investments, than reductions

Existing positions increased: 846 | Existing positions reduced: 1,007

Holders
2,502
Holders Change
+179
Holders Change %
+7.71%
% of All Funds
40.21%
Holding in Top 10
99
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+16.47%
% of All Funds
1.59%
New
314
Increased
846
Reduced
1,007
Closed
87
Calls
$1.45B
Puts
$1.42B
Net Calls
+$31M
Net Calls Change
+$223M
Name Holding Trade Value Shares
Change
Change in
Stake
RBFC
1701
Roman Butler Fullerton & Co
Missouri
$557K -$1.88K -7 -0.3%
SFG
1702
Sunburst Financial Group
Alabama
$557K +$15K +56 +3%
EWG
1703
Executive Wealth Group
Washington
$556K
SCM
1704
SOL Capital Management
Maryland
$553K
CFAM
1705
Center For Asset Management
Florida
$553K -$333K -1,244 -37%
FWP
1706
FAS Wealth Partners
Kansas
$553K -$108K -403 -16%
RIA
1707
Realta Investment Advisors
Delaware
$553K -$101K -376 -15%
XS
1708
XR Securities
Illinois
$552K -$5.36K -20 -0.9%
MCM
1709
Magnolia Capital Management
New York
$552K
VCP
1710
Verus Capital Partners
Arizona
$551K +$15.5K +58 +3%
FWIA
1711
Fort Washington Investment Advisors
Ohio
$550K -$7.51K -28 -1%
FAG
1712
Fortitude Advisory Group
Washington
$549K -$15.8K -59 -3%
WCA
1713
Westover Capital Advisors
Delaware
$549K -$25.5K -95 -4%
FCM
1714
Fourpath Capital Management
Oklahoma
$549K -$540K -2,014 -49%
BHIA
1715
Birch Hill Investment Advisors
Massachusetts
$547K -$8.04K -30 -1%
KIG
1716
Kennedy Investment Group
New Jersey
$544K +$556K +2,073 New
AIP
1717
Ahrens Investment Partners
Louisiana
$543K +$11.8K +44 +2%
AOWM
1718
Alpha Omega Wealth Management
Virginia
$539K -$12.1K -45 -2%
KIA
1719
KLR Investment Advisors
Rhode Island
$537K +$548K +2,043 New
MWM
1720
Moran Wealth Management
Florida
$536K +$547K +2,039 New
IAG
1721
Investment Advisory Group
Massachusetts
$535K
WFI
1722
West Family Investments
California
$534K -$5.9K -22 -1%
TSW
1723
Thompson Siegel & Walmsley
Virginia
$533K
LMKC
1724
L.M. Kohn & Company
Ohio
$533K +$72.4K +270 +15%
FMLI
1725
Fukoku Mutual Life Insurance
Japan
$532K -$225K -840 -29%

AMGN Hedge Fund Activity: Q4 2022 in Review

2,502 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q4 2022, worth a combined $108B — up 17% from $92.3B a quarter earlier.

Buyers outnumbered sellers: 314 funds opened new AMGN positions and 87 closed out — a net gain of 227 holders — while 846 added to existing stakes and 1,007 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $609M. The largest seller was Goldman Sachs, cutting an estimated $1.68B.

  • 2,502 institutional investors held Amgen (AMGN) as of Q4 2022, up from 2,323 in Q3 2022.
  • Funds reported $108B of Amgen stock for Q4 2022, up 17% quarter-over-quarter.
  • 314 funds opened new Amgen positions in Q4 2022 and 87 closed out, a net change of +227 holders.
  • The largest Amgen buyer in Q4 2022 was JP Morgan Chase, an estimated $609M added.
  • The largest Amgen seller in Q4 2022 was Goldman Sachs, an estimated $1.68B sold.

Based on aggregated 13F filings for Q4 2022.